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Caitlin Patricia Winter Garner

SC&H FINANCIAL ADVISORS, INC.·SPARKS, Maryland
SIE, Series 7, Series 9, Series 10, Series 66Clean record21 years registeredSC&H FINANCIAL ADVISORS, INC.
910 RIDGEBROOK ROAD, SPARKS, MD 21152-9390CRD# 4788119Firm CRD# 120666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Caitlin Patricia Winter Garner · SPARKS, MD
Registration
CRD #4788119 · SC&H FINANCIAL ADVISORS, INC. · 21 years registered
Brand Profile
Not yet started
01

Career History

SC&H WEALTH
Feb 2014 – present
STRATEGIC ADVISERS, INC.
Apr 2005 – Dec 2013
TOWSON, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 9
Series 10
Series 66
Registration record
First registered · April 8, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SC&H FINANCIAL ADVISORS, INC.
CRD 120666 · SEC 801-69985
AUM
$909M
Regulatory assets under management
Employees
31
1,760 client accounts
Services offered by SC&H FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SC&H FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Caitlin Patricia Winter Garner offer?
Caitlin Patricia Winter Garner specializes in Financial Planning, Investment Management. Contact their office in SPARKS, Maryland for a consultation.
What are Caitlin Patricia Winter Garner's credentials?
Caitlin Patricia Winter Garner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caitlin Patricia Winter Garner located?
Caitlin Patricia Winter Garner is based in SPARKS, Maryland, working with SC&H FINANCIAL ADVISORS, INC.. Their office serves clients in the SPARKS metropolitan area and surrounding communities.
How does Caitlin Patricia Winter Garner charge for services?
Caitlin Patricia Winter Garner's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SC&H FINANCIAL ADVISORS, INC.?
SC&H FINANCIAL ADVISORS, INC. has approximately 31 employees and manages $909M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SC&H FINANCIAL ADVISORS, INC.

Gregory Scott Horning
SPARKS, MD
PFS
Robin Kay Patalon
SPARKS, MD
CFP
Andrew Lewis Hollingsworth Thompson
SPARKS, MD
CFP
Ryan Benjamin Frank
SPARKS, MD
Jeffrey Michael Schropp
SPARKS, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
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Research
Advisor Fees in MarylandNational Fee Analysis
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